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PlanGuru University Class Materials

Class #1 - October 8, 2024

Class 1 Slides (PDF)

Join the PlanGuru Advisor Partnership Program

 

Class #2 - October 15, 2024

Class 2 Slides (PDF)

 

 

Class #3 - October 22, 2024

Class 3 Slides (PDF)

Download the Virtual CFO Client Presentation (PPT)